This Artificial Intelligence (AI) Chip Stock Is Dominating the Inference Era. It Could Be the Biggest Winner of This Megatrend (Hint: It's Not AMD or Broadcom)

As AI shifts from training to inference workloads, Nvidia dominates the market with 74% share of AI inference chips, significantly outpacing competitors AMD and Broadcom despite their growth in custom AI processors and server CPUs. Nvidia's inference chip revenue of $41 billion in Q1 2026 exceeds combined revenues of its competitors, and the company is expected to maintain its lead with new Vera Rubin processors designed to reduce inference costs.